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November 5, 2026

Who to talk to when a fund won't let you out

Jorge here. Quick one, and it's not about a filing.

Most of you found us while reading about a fund that won't let you out, or only lets out a slice each quarter. And the questions that come with that are always personal. Do you stay in the queue, or sell at a discount on the secondary market? What happens with taxes if you take the loss? Should anything else change while you wait?

I can't answer those for you. I read filings; I don't know your situation, and I'm not an advisor.

But there is a free service built for exactly that: WiserAdvisor. You answer a few questions and they put you in touch with 2 or 3 vetted financial advisors, who can look at the whole picture with you. Then you decide whether to work with any of them. It's meant for people with around $250,000 or more invested in total.

If that's you and you're stuck, it's worth a look: see who they'd match you with

Full honesty: if you go through that link, WiserAdvisor pays us a fee. You pay nothing.

And if that's not you yet, just reply with the fund you're in, and I'll tell you what its latest filings say.

Jorge

Don't miss what's next. Subscribe to CrowdfundedWealth:
← Newer BCRED filled 49.9% of exit requests. OTIC, 12.8%. Older → Partners Group filled 33% of sale requests, down from 82.9%
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